Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 46,508 $3.86M 2.41% +658 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 46,352 $3.84M 1.85% -200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 44,860 $3.72M 0.11% +11,002 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 44,499 $3.69M 0.06% -6,057 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 44,612 $3.69M 0.09% +30,232 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 44,228 $3.67M 0.56% +550 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 43,990 $3.65M 0.68% +213 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 43,910 $3.64M 1.45% -612 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 43,864 $3.64M 0.05% +15,807 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 43,682 $3.62M 0.55% -1,331 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 43,456 $3.6M 0.65% -1,478 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 43,048 $3.57M 0.15% +9 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 42,574 $3.53M 2.91% +1,573 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 42,525 $3.53M 1.47% +1,201 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 41,859 $3.47M 0.4% +6,173 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 41,411 $3.43M 0.44% +2,774 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 41,328 $3.43M 0.45% +917 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 41,213 $3.42M 0.01% +22,549 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 41,049 $3.4M 2.22% +806 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 41,037 $3.4M 0.44% +86 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 40,875 $3.39M 0.04% -3,618 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 40,683 $3.37M +3,083 Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 40,649 $3.37M 0.22% +631 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 40,109 $3.33M 0.08% -1,342 13F-HR Timeline Group SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 39,735 $3.29M 2.84% +5,793 13F-HR Timeline Strategic Financial Partners, Ltd. 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More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 35,845 $2.96M 1.6% -3,700 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 35,545 $2.95M 0.21% +102 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 35,507 $2.94M 1.21% +29,965 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 35,121 $2.91M 1.79% +5,669 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 35,111 $2.91M 0.76% -3,328 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 34,998 $2.9M 0.02% -1,295 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 34,751 $2.88M 0.34% -8,173 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 34,740 $2.88M 2.33% +6,227 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 34,703 $2.88M 0.35% -8,113 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 34,317 $2.85M 0.21% -391 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 34,100 $2.83M 0.07% +10,041 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 34,039 $2.82M 0.21% -7,374 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 33,860 $2.81M 0.36% +1,149 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 33,484 $2.78M 1.1% +2,671 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 33,515 $2.76M 0.04% +29,994 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 33,195 $2.75M 2.4% +2,680 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 33,073 $2.74M 0.71% +4,128 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 32,569 $2.7M 0.97% +1,338 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 32,423 $2.69M 0.14% +24,132 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 32,238 $2.67M 1.45% new 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 32,226 $2.67M 1.75% -20 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 31,792 $2.64M 1.36% +475 13F-HR Timeline 4WEALTH ADVISORS, INC. 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More: the full row for Yeomans Consulting Group, Inc. 30,289 $2.5M 1.03% -8,543 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 30,112 $2.5M 0.44% -10,960 13F-HR Timeline SC&H Financial Advisors, Inc. 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More: the full row for Guardian Wealth Management, Inc. 28,072 $2.33M 1.55% +787 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 28,018 $2.32M <0.01% +2,416 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 27,987 $2.32M 0.83% -964 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 27,880 $2.31M 1.84% -1,784 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 27,998 $2.29M 0.89% -8,599 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 27,620 $2.29M 0.01% +1,812 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 27,584 $2.29M 0.72% -31,517 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 27,467 $2.28M 0.05% +936 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 27,006 $2.24M 0.14% -528 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 26,930 $2.23M 0.27% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 26,854 $2.23M 0.24% -92 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 26,816 $2.22M 0.49% +1,189 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 26,769 $2.22M 0.01% -69 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 25,966 $2.15M 0.65% -5 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 25,931 $2.15M 0.21% +9,462 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 25,741 $2.13M 1.12% -1,627 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 25,675 $2.13M 0.65% 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 25,624 $2.12M 0.18% -453 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 25,545 $2.12M 1.77% +541 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 25,224 $2.09M 0.37% +2,731 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 25,040 $2.08M 0.17% +253 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 24,915 $2.07M 0.28% +9,016 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 24,747 $2.05M 0.62% +1,093 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 24,639 $2.04M 0.14% 0 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 24,464 $2.03M 0.19% +1,243 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 24,492 $2.02M 1.9% +251 13F-HR Timeline North Forty Two & Co. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 23,187 $1.92M 0.76% +18 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 23,152 $1.92M +11,547 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 22,798 $1.89M 0.27% +1,025 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 22,796 $1.89M 0.71% +759 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 22,702 $1.88M 1.19% -100 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 22,721 $1.88M 0.03% +10,063 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 22,557 $1.87M 1.52% -1,797 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for Freedom Investment Management, Inc. 22,097 $1.83M 0.15% -1,929 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 21,976 $1.82M 0.15% +324 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 21,957 $1.81M 1.13% -35,957 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,799 $1.81M 0.08% -122 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 21,765 $1.8M 0.06% +11,843 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 21,277 $1.76M 1.07% +6,362 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 21,269 $1.76M 0.07% new 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 21,192 $1.76M 0.22% +6,336 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 20,901 $1.73M 1.73% +331 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 20,750 $1.72M 1.03% -6,431 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 20,625 $1.71M 0.08% -55 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 20,468 $1.7M 0.42% +3,847 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 20,477 $1.69M 0.16% -810 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 20,242 $1.68M 1.39% 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 20,173 $1.67M 0.11% +1,263 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 19,983 $1.66M 0.26% +1,120 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 19,924 $1.65M 0.65% -962 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 19,920 $1.65M 0.07% -100 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 19,383 $1.61M 0.66% +163 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 19,322 $1.6M 1.08% +6,945 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 19,276 $1.6M 0.3% -3,183 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 19,467 $1.6M 0.76% +2,678 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 19,225 $1.59M 0.2% +86 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 19,054 $1.58M 0.09% +5,154 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 18,832 $1.56M 0.45% +643 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 18,792 $1.56M 0.28% +14,399 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,726 $1.55M 0.01% +4,512 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 18,713 $1.55M 0.12% +504 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 18,662 $1.55M 0.13% +20 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 18,649 $1.55M 2.24% +1,506 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 18,636 $1.55M 0.68% +1,486 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 18,385 $1.52M 1.33% -218 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 18,336 $1.52M 0.81% +334 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 18,315 $1.52M 0.21% +1,480 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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